We are in the business of Creating Wealth Financial Security Financial Stability
- 23+ Years of Building Relationships
- 20+ Awards
- 700+ Happy Investors
- 10+ Countries Clients
Are You Looking For
Asset Accumulation
Best for GenZ
Asset Protection
Best for all Age
Asset Preservation
Best for NRIs & C-Suits
Financial Coaching
Best for Professionals & Businessmen
Years of Relationships
0
+
Awards
0
+
Happy Investors
0
+
Countries Clients
0
+
No. of people coached
0
+
What we offer
Smart Financial Products
Starts with ₹1000
Starts with ₹50 Lakh
Starts with ₹1 crore
Min. Sum Assured ₹5 Lakh
Min. Sum Assured ₹50 Lakh
Min. Sum Assured ₹2 Lakh
Min. Sum Assured $1,00,000
Starts with ₹ 50,000
Starts with ₹ 1,00,000
Starts with ₹ 2,00,000
Starts with ₹ 50,000
Starts with ₹ 50,000
Starts with ₹ 50,000
Starts with ₹ 50,000
NRI INSURANCE PLANS
Min. Sum Assured ₹ 5L
NRI INCOME PLANS
Starts with ₹ 2 Lakh
NRI INVESTMENT PLANS
Starts with ₹ 1 Lakh
Value Added Services
Get free advice on the subjects, click below to book free review slot
Meet Our Founder
International Financial Coach | Expert in NRI Asset Planning | Retirement Solution Specialist
Introducing Vijay Mistry, an esteemed international financial coach with over 20 years of experience in personal finance. A Certified Life Coach and Registered Financial Consultant (RFC) from IARFC International, Vijay is recognized among the top 1% of professionals in the financial planning industry. His dedication has earned him multiple accolades, including the prestigious Court of the Table qualification in 2023 and six-time recognition by the Million Dollar Round Table (MDRT).
Our Works
in an gallery.
Eu iusto dolorum pro, facer oportere duo ne.
Cum ei commune instructior. Ne dicat qualisque ullamcorper ius,
ubique dolorum consetetur in vis. Nisl commodo te sed.
Why Choose Us
Join now to maximize profits while smartly balancing risk.
At Shreeji Finance, we blend expertise with integrity to deliver tailored financial solutions for individuals, businesses, and NRIs. Whether you’re planning, investing, or growing — our commitment is to your financial success, every step of the way.
Customer Centric
We prioritize your goals, needs, and peace of mind in every financial decision.
Growth Mindset
Driven by innovation and progress, we help you unlock your financial potential.
Transparent Practices
No hidden clauses — just honest advice and clear, reliable financial guidance.
Trusted by Clients Worldwide
Misha, Just wanted to let you know that today I completed a year to therapy with you 🙂 Thank you for keeping me accountable, making me more self aware and providing me with excellent tools to combat life’s struggles and just sail through. You’re one of the most important reasons I’m alive today and I can never thank you enough, ever.
★★★★★ Rated 4.8 out of 5
Hey Misha
Wanted to share with you.. I’m off all my medicines I don’t have words to express how thankful I’m to you. Thank you for giving me a new life wherein I’m so happy that I did not give up. God bless you with all the happiness of the world.
★★★★★ Rated 4.8 out of 5
Misha I’m extremely grateful to you and so so glad to have started my mental health journey with you!
The difference that I’ve seen with you in one month is so amazing that now l’ve started being so mindful about everything about me! Really very thankful
★★★★★ Rated 4.8 out of 5
It was a good day overall.After vesterday’s session I felt really light, happy and myself today. I really felt like going to work.I got ready, reached the office, and was running late since rain delayed trains. But I didn’t stress or overthink it. I was pretty clear on what ! needed to say if the question popped up.Then I reached the office, started my work, updated my client team about current work status.
Chatted with my friends and for the first time got involved in fun banter and conversations with my working team. I felt that I was kinda me finally.
★★★★★ Rated 4.8 out of 5
It was a good day overall.After vesterday’s session I felt really light, happy and myself today. I really felt like going to work.I got ready, reached the office, and was running late since rain delayed trains. But I didn’t stress or overthink it. I was pretty clear on what ! needed to say if the question popped up.Then I reached the office, started my work, updated my client team about current work status.
Chatted with my friends and for the first time got involved in fun banter and conversations with my working team. I felt that I was kinda me finally.
★★★★★ Rated 4.8 out of 5
Im so happy here, in this space. And content. I wish therapy would one day become mandatory for every child in school like P.T.
It’s LIFE CHANGING!!!
★★★★★ Rated 4.8 out of 5
Felt so light after waking up I was constantly feeling heavy and tired everytime I tried taking a nap.
Either that or completely unable to sleep, changing positions, feeling restless. But that didn’t happen today
★★★★★ Rated 4.8 out of 5
Shreeji Financials have changed my outlook towards finance and they have given me a new hope for a safe and sound future. There is a personal touch and understanding of my needs and the solutions given to me are practical and apt for my financial condition
Mr. Santosh Rasane ( Sr. Engg. Tata Consulting Engg.)
I am one of their client who is totally satisfied with service of Shreeji Financials. They are always there for proper guidance and support.
Mr. Poonam Wankhede ( Mumbai Police)
If you're seeking trusted and balanced advice for your financial planning, I recommend Mr. Vijay Mistry. He's one of the brightest individuals you can rely on for all your financial concerns. His personal attention to my requests was exceptional.
Mr. Avinash Gaikwad(Sr.Cost Surveyour-Qatar)
Since 2005, Shreeji Financials has offered me professional guidance and built lasting trust. Vijay’s thoughtful advice matches my conservative style, helping me protect my wealth and grow a second income. I believe his energetic young team will be with me throughout my life for ongoing support.
Architect Riram Patt (Patt & Panchal Associates , USA & Mumbai)
Shreeji Financials have changed my outlook towards finance and they have given me a new hope for a safe and sound future. There is a personal touch and understanding of my needs and the solutions given to me are practical and apt for my financial condition
Mr. Santosh Rasane ( Sr. Engg. Tata Consulting Engg.)
I am one of their client who is totally satisfied with service of Shreeji Financials. They are always there for proper guidance and support
Mr. Poonam Wankhede ( Mumbai Police)
I am truly happy today, as I feel confident about my retirement, children’s education, and other life goals thanks to the financial planning by Shreeji Financials. Their accurate cash flow analysis has helped me increase my savings significantly and secure my financial future
Mr.Sunil Tripathi (Chartered Accountant)
Vijay guided me in the right direction for personal financial management, and with his planning methods, I increased my net worth by 240% in just one year. I sincerely hope that more people will benefit from Shreeji Financials to support their financial growth and success
Zaunty Gupta (Business Coach)
With Mr. Vijay Mistry’s guidance, I curated a plan that provided short-term funds for lifestyle goals like exotic vacations and a premium car, while simultaneously securing my children’s future and my retirement through well-structured long-term investment strategiess
Dr. Pawan Mutalik (Pediatric Doctor, Abu Dhabi)
Meeting Mr. Vijay at a young age was a turning point in my financial journey. He taught me the importance of planning and the power of compounding, helping me turn ₹2,000 a month into ₹1 crore. His professional, supportive team guided me even through COVID, managing my portfolio with wisdom and care
Mr.Pramod Deore (CEO – Multinational Energy Group)
I am truly happy today, as I feel confident about my retirement, children’s education, and other life goals thanks to the financial planning by Shreeji Financials. Their accurate cash flow analysis has helped me increase my savings significantly and secure my financial future
Mr.Sunil Tripathi (Chartered Accountant)
Vijay guided me in the right direction for personal financial management, and with his planning methods, I increased my net worth by 240% in just one year. I sincerely hope that more people will benefit from Shreeji Financials to support their financial growth and success
Zaunty Gupta (Business Coach)
I have always received prompt and quality services from Shreeji Financials. I am completely satisfied with their work, as I get timely investment advice whenever I need it. I wish I had met them earlier
Adv. Devang Shah
Financial security is vital for goals like children’s education and fixed family income. With Mr. Vijay Mistry’s expert guidance, I secured wealth through insurance and an Excel-based financial plan with clear yearly cash flow, ensuring my children’s future and steady income for my family as an NRI.
Mr.Vaibhav Parnaik ( Sr. Engg, Qatar)
Before meeting the team of Shreeji Financials, my investments were scattered across random mutual funds. He consolidated and restructured my portfolio aligned with future goals, focusing on transparency and customer-centricity. His proactive, responsive team created a growth plan based on my risk appetite—something most distributors overlook. I highly recommend them!
Mr.Manoj Vaswani ( Sr. Corporate Executive)
He gave me great suggestions for my investments and future planning, which I truly appreciate. He eased my stress with secure investments and also provided an experience of better returns. I feel financially secure after meeting him and I follow his advice for my growth program.
- Sandeep Tripathi (Production Supervisor Kapil Sharma Show)
I have always received prompt and quality services from Shreeji Financials. I am completely satisfied with their work, as I get timely investment advice whenever I need it. I wish I had met them earlierr
Adv. Devang Shah
Financial security is vital for goals like children’s education and fixed family income. With Mr. Vijay Mistry’s expert guidance, I secured wealth through insurance and an Excel-based financial plan with clear yearly cash flow, ensuring my children’s future and steady income for my family as an NRI.
Mr.Vaibhav Parnaik ( Sr. Engg, Qatar)
How do I get started with your services?
You can contact us through our website, call us, or schedule a free consultation. First, we understand your requirements with our need analysis process and then curate a solution to meet your goals. after that, we help you execute the relevant financial products and support you with all service-related work after the investments.
Do you provide investment advice or sell financial products?
As AMFI-registered mutual fund distributors and IRDA-certified insurance agents, we can recommend investment or insurance products based on your needs. However, please note that we are not a Registered Independent Advisor (RIA).
How do you help in goal planning?
Our process starts by analyzing your income, expenses, and long-term goals to develop a personalized financial plan. We then work with you to regularly review your progress and track your advancements toward your key objectives. Our goal mapping program will be really helpful in showing you where you’ve been and how far you’ve come toward achieving your goals.
What's your approach to long-term wealth management? As a boutique firm, how will you ensure seamless service for multiple generations?
We have been in this business since 2002, and we have a structure in place that allows us to assure you of long-term services (possibly for generations to come). Additionally, all your investments are made into the companies we are associated with (like HDFC, SBI, Axis, Kotak, NJ, etc.), and these entities are large and well-established, so even if something happens to us, your investments will be well taken care of for the long term – even across generations.
How are you different from banks and other large wealth management outfits as they offer all services at one place and they have a large team ?
We’re a boutique personal finance firm with full skin in the game. Unlike large institutions, we don’t focus on sales targets or short-term incentives, and our only goal is to help you achieve your goals. We’re in it for the long haul and are accountable to you and your family for long-term service. We guarantee hands-on support for your family even after you, unlike large financial institutions that often fail to provide proper ongoing service after a sale. We have tie-ups with many professionals, like Cas, lawyers, and bankers, to provide you with a one-stop solution to your needs.
Previously, I didn't receive satisfactory service from other financial companies. What can your company do to ensure we get reliable, long-term service?
Our average response time for any query is 2 hours. We understand that we are in the service industry and have come a long way, building credibility in the market with our timely professional services. We are investing nearly half of our earnings into creating customer satisfaction, and we have heavily invested in software, processes, CRM systems, experienced employees, offices, and professional partners. We have a dedicated service team committed to assisting our clients.
What is your USP and how are you different?
Our approach is unique in that we personally empanel each client after helping them understand their financial situation through a thorough “Need Analysis” process. This empanelment process, known as “know your risk,” helps you grasp the risks associated with different financial products. We also offer regular reviews at 30 days, 90 days, 180 days, and 1 year, with specific goals, giving you more insight into your investments. Our innovative mapping program uses goal mapping tools through our software to create a “Google Map” of your investments, making it easy to track your progress. We hold investor awareness programs every Saturday and provide personalized coaching to help you achieve your financial goals. What sets us apart is our dedication to honesty and transparency in all that we do.
What extra services do you provide for NRIs?
With over 100 NRI clients, we’re experts in NRIs, and no one knows them better than we do. We offer weekend services tailored to their time zones. Through our partnerships with banks, chartered accountants, and real estate companies, we provide a one-stop solution that helps NRIs manage their financial affairs and investments in India. We’re dedicated to making life simpler for NRIs dealing with Indian matters.
Can you help me review and manage my existing investments?
We provide a free review of your existing mutual fund portfolio and life insurance policies after a personal meeting, followed by a need analysis.
Do you work with clients who have a set investment amount? And who are your ideal clients?
As a service industry provider, we work with clients who have investments ranging from Rs.1000 to multiple crores. Our ideal clients include business owners, salaried professionals, retirees, and non-residents. We specialize in serving middle-net-worth individuals (MNI)—as Parag Parikh once said, “We don’t chase high-net-worth individuals, we create them.” We believe in giving equal attention, not equal portfolios, and that’s why we don’t judge our clients based on the size of their initial investment. We work best with those who are transparent, goal-oriented, and committed to long-term investing.
Is your advice unbiased?
Yes, we only recommend products that fit your goals, and our top priority is helping you reach your financial objectives. However, we offer a range of company plans and work with all the major mutual fund companies, so we remain unbiased.
Why should I come to you when I can invest in all these plans and products online?
It has been observed that a customer with a professional service provider grows their wealth three times more than someone who does it on their own. Most of us go to the doctor for treatment, even though we can get medicines directly from the pharmacy. Since this concerns our life, we cannot afford to take risks. Similarly, in finance, you can buy online, but your financial future may be at risk because you might not understand what to do during critical market situations and could miss your long-term goals. When you come to us, we perform analysis, explain the risks, assist with goal planning and mapping, and most importantly, conduct regular reviews followed by personalized coaching on your investments, which helps you stay on course.
How secure is my money if I decide to invest through Shreeji Financials?
At Shreeji Financials, your money is fully secure through our process and platform. We don’t hold your funds directly, and your investments aren’t registered in our name. Instead, all investments made through us are channeled into large financial companies regulated by the finance ministry, including SEBI, IRDA, and RBI.
We don’t collect or deposit funds on your behalf without your explicit approval. Every financial or non-financial transaction requires your email or mobile OTP confirmation. Although we can initiate transactions on your request, you always have the final say.
Your investments are subject to market risks—market volatility can impact their value. Over the past 23 years, we’ve never had a single case of fraud.
How often will I get updates on my investments?
We offer regular reviews and updates, either monthly or quarterly, depending on your preference. Following our internal process, we check in with you after 30 days, 90 days, 180 days, and 1 year to update you on your investments. You also have online access to all your investments.
How does Shreeji Financial earn?
We are an AMFI-registered Mutual Fund Distributor (ARN-41932). We earn commissions from mutual fund companies when we invest client money in regular plans. We earn between 0.15% and 1% annually on the total portfolio, which includes equity, hybrid, and debt funds—as long as the investments stay with us. We may also earn commissions from other financial products, but only if you choose to invest through us.
How do you meet NRI clients and how often?
We are in the business of long-term relationships, and it’s important to meet in person to build a genuine long-term connection. We make ourselves available to NRI clients when they visit India, and to some extent, we travel to their cities in India when they come here. Our founder, Mr. Mistry, travels abroad almost every other month, and whenever he visits your city, he makes sure to meet you in person. In the normal course, we meet our NRI clients via online platforms like Zoom or Teams, where we discuss the need analysis, risk profiling, goal setting and mapping, and conduct reviews at regular intervals through Zoom calls.
How can I trust you as I am visiting your website for the first time?
Since 2002, we’ve been an accredited financial service provider. We’re registered with IRDA and AMFI, which means we have to pass government exams and undergo verification of our details. Once that’s done, we get the license to practice in this field. For more information, please see the experience-sharing section on our existing customers’ page.
Associated With
Act Now
Start investing today to maximize your returns.
Take the first step toward smarter financial decisions. Whether you’re planning for the future or looking to grow your wealth, our expert team is here to guide you with the right tools and strategies.
Pages
Get in Touch
- www.shreejifinancial.com
- Shreejiforu@gmail.com
- +91 9769832393
Copyright© 2025 Shreeji Financials. All rights reserved.